
Data-driven insights and analysis on global markets, economics, and investing.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 15 | Subscribers | Read | notesonthemarket.com |
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Part 1 of Notes on the Market’s “Outlook for 2026” can be summed up like this: The economy did well, but the labor market is weakening and inflation is stuck; tariffs haven’t really solved anything, but they haven’t caused much damage eithe...
I wouldn’t call this a forecast or any attempt at predicting what will happen this year, the piece will feature my notes on where things currently stand and what could play out. It is more like trend analysis (and will probably hopefully re...
The key to a company’s valuation is the price multiple assigned to some form of economic value. The most common measures are earnings, cash flows, revenue/sales, or tangible book value. In short, a company is valued based on the price someo...
Please excuse my absence of notes over the last two weeks, things have been quite busy on my end. This note was started last week, and from the results of the past couple trading days it seems it may be currently in the money.
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Investor and capital allocator focused on long-term value creation. Notes on the Market provides data-driven analysis of markets, macro forces, and capital allocation.
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